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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

505 hedge funds and large institutions have $3.93B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 185 increasing their positions, 200 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
8.05%
Holding in Top 10
60
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.96%
New
39
Increased
185
Reduced
200
Closed
33
Calls
$4.25M
Puts
$65K
Net Calls
+$4.19M
Net Calls Change
-$15.4M

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$271M
2
FGAM
Financial Gravity Asset Management
Texas
$76.5M
3
Charles Schwab
Charles Schwab
California
$36.3M
4
RHP
Royal Harbor Partners
Texas
$35.1M
5
Osaic Holdings
Osaic Holdings
Arizona
$93.3M

Top Sellers

1
VAG
VisionPoint Advisory Group
Texas
$0
2
HWM
Horizon Wealth Management
Illinois
$0
3
DI
DAGCO Inc
Ohio
$425K
4
EWA
EP Wealth Advisors
California
$1.13M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$59.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
251
Advance Capital Management
Michigan
$1.09M +$38.7K +738 +4%
SCP
252
Stevens Capital Partners
Nebraska
$1.09M +$60.6K +1,154 +6%
SA
253
Stewardship Advisors
Pennsylvania
$1.08M – – –
ZF
254
Zhang Financial
Michigan
$1.07M +$98.7K +1,871 +10%
TCM
255
TD Capital Management
Tennessee
$1.05M +$131K +2,499 +14%
HR
256
Hardy Reed
Mississippi
$1.03M +$1.03M +19,588 New
Mercer Global Advisors
257
Mercer Global Advisors
Colorado
$1.03M -$805K -15,326 -44%
FAIM
258
Financial Advocates Investment Management
Washington
$1.02M -$210K -4,141 -17%
LCWP
259
Legacy Capital Wealth Partners
Arkansas
$982K +$982K +18,703 New
Renaissance Technologies
260
Renaissance Technologies
New York
$971K -$220K -4,200 -19%
GT
261
Glenview Trust
Kentucky
$957K – – –
BMD
262
Better Money Decisions
New Mexico
$936K -$32.5K -619 -3%
LWMG
263
Levy Wealth Management Group
Pennsylvania
$930K +$55.7K +1,062 +6%
ATPW
264
Ashton Thomas Private Wealth
Arizona
$930K -$99.6K -1,898 -10%
LWM
265
LJI Wealth Management
Indiana
$927K +$28.9K +550 +3%
FHA
266
First Horizon Advisors
Tennessee
$916K +$9.55K +182 +1%
TC
267
TownSquare Capital
Utah
$915K +$241K +4,589 +36%
BBHC
268
Brown Brothers Harriman & Co
New York
$885K – – –
CSPAM
269
Cary Street Partners Asset Management
Virginia
$881K -$350K -6,669 -28%
SPI
270
Sutton Place Investors
New York
$880K -$3.73K -71 -0.4%
GA
271
Goldstein Advisors
Wisconsin
$876K -$24.6K -468 -3%
IA
272
Insight Advisors
Pennsylvania
$867K -$3.31K -63 -0.4%
SPAS
273
Spectrum Planning & Advisory Services
California
$851K -$525 -10 -0.1%
WFPG
274
Waller Financial Planning Group
Ohio
$849K +$1.68K +32 +0.2%
WEG
275
World Equity Group
Illinois
$848K -$1.92M -36,508 -69%
9 10
11
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